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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVS Service code 27 1301 S. HARRISON ST · FORT WAYNE, IN 468023425 | Advisory (Plan) | $16,036 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,449 | $81,358-74.9% | $155,556-86.9% | $80,959-74.7% |
| Participation rate | 93.2% | 66.3%+26.9pp | 78.2%+14.9pp | 67.7%+25.5pp |
| Annual return | 6.44% | 33.39%-26.9pp | 64.84%-58.4pp | 35.67%-29.2pp |
| Employer contribution / active EE | $4,795 | $3,106+54.3% | $4,675+2.5% | $2,757+73.9% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $673 | $7,994-91.6% | $15,885-95.8% | $6,925-90.3% |